M Holdings Securities, Inc. Spdr Bloomberg Investment Grad Transaction History

M Holdings Securities, Inc.

$398 Million
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 12, 2021	SELL	$30.6 - $30.66 $317,689 - $318,312	-10,382 Closed	0 $0
Q4 2020 Feb 26, 2021	BUY	$30.56 - $30.61 $317,273 - $317,793	10,382 New	10,382 $318,000
Q3 2020 Nov 16, 2020	SELL	$30.45 - $30.6 $2.93 Million - $2.95 Million	-96,310 Closed	0 $0
Q2 2020 Aug 21, 2020	BUY	$29.44 - $30.48 $91,882 - $95,128	3,121 Added 3.35%	96,310 $2.94 Million
Q1 2020 May 13, 2020	SELL	$26.27 - $30.83 $176,140 - $206,715	-6,705 Reduced 6.71%	93,189 $2.74 Million
Q4 2019 Feb 10, 2020	SELL	$30.67 - $30.78 $263,301 - $264,246	-8,585 Reduced 7.91%	99,894 $3.07 Million
Q3 2019 Nov 04, 2019	BUY	$30.69 - $30.76 $126,197 - $126,485	4,112 Added 3.94%	108,479 $3.34 Million
Q2 2019 Aug 16, 2019	BUY	N/A	36,396 Added 53.55%	104,367 $3.21 Million
Q1 2019 May 17, 2019	SELL	N/A	-5,173 Reduced 7.07%	67,971 $2.09 Million
Q4 2018 Feb 15, 2019	BUY	N/A	740 Added 1.02%	73,144 $2.22 Million
Q3 2018 Nov 16, 2018	BUY	N/A	72,404 New	72,404 $2.23 Million

Others Institutions Holding FLRN

# of Institutions

335

Shares Held

53.6M

Call Options Held

1.4K

Put Options Held

200

About SPDR BLOOMBERG INVESTMENT GRAD

Ticker FLRN
Sector ETFs
Industry ETFs

More about FLRN

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of M Holdings Securities, Inc., based on Form 13F filings with the SEC.

News

Stay updated on M Holdings Securities, Inc. with notifications on news.